Real Estate Transaction Management

Use Code WORKALLEY30 for 30-Day FREE Trial!

HIGHLIGHTED FEATURES

DASHBOARD

  • A unique snapshot of each transactions status all at once

  • "Quick Update" allows users to update files with the efficiency of one click

  • An interactive checklist

EMAILS

  • Schedule emails to

    go out in advance 

  • Smart subject lines

  • Insert attachments

    & apply links

  • Custom signature 

  • Track scheduled and sent emails

WORKFLOWS

  • Customize workflows to fit your needs

  • Use pre-built templates

  • Set reminders for yourself or TC

  • Organize your

    workflow by date

OTHER

  • Admin permission

  • Team member access

  • Calendar sync

  • Built in past client Database

  • Customize tasks

  • Logo in signature

  • Multiple integrations

DASHBOARD

A unique snapshot of the status of each transaction all at once. The "Quick Update" allows users to update files with the efficiency of one click.

TEMPLATES

With your subscription, you will receive 3 templates - New Listing, Seller Under Contract & Buyer Under Contract. Customize or start from scratch. Organize your workflows to fit your business. 

Transaction Management

COMING SOON

  • Calendar Sync

  • Past Client Database

  • Reporting Capabilities

  • Social Media Content

  • Campaign Tracking

  • Text Capabilities

  • Dotloop Sync